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Insights

5-year Expected Returns: The Age of Confusion
5-year Expected Returns: The Age of Confusion
Welcome to terra incognita, a new era in which the certainties that a generation of investors have grown so used to have started to crumble before our very eyes.
21-09-2022 | 5-Year outlook
Fixed income outlook: Twin peaks
Fixed income outlook: Twin peaks
In the past 50 years, every single recessionary peak in credit spreads has been preceded by a peak in government bond yields.
20-09-2022 | Insight
Building back bond exposure
Building back bond exposure
The outlook for bond investing has improved.
08-09-2022 | Insight
Schrödinger’s economy – when should we open the box?
Schrödinger’s economy – when should we open the box?
Knowing the true state of the US economy will be key to assessing risks for the coming months, says multi-asset investor Colin Graham.
07-09-2022 | Monthly outlook
The Three Peaks Challenge: the markets’ race against time
The Three Peaks Challenge: the markets’ race against time
Inflation, interest rates and the US dollar all need to peak this year before markets calm down, says multi-asset investor Colin Graham.
07-07-2022 | Monthly outlook
Credit outlook: The mess after the largesse
Credit outlook: The mess after the largesse
We have seen a very significant repricing of fixed income, but panic and volatility can also provide opportunities.
28-06-2022 | Quarterly outlook
China: Restarting engine three
China: Restarting engine three
The downtrodden Chinese consumer needs a helping hand if the country is to resume its growth flight path, says multi-asset investor Colin Graham.
07-06-2022 | Monthly outlook
REITs: playing in extra time?
REITs: playing in extra time?
They’ve long been seen as defensive, since traditional bricks and mortar can usually survive any downturn.
05-05-2022 | Monthly outlook
Surge in oil prices raises recession risk
Surge in oil prices raises recession risk
There are mitigating effects at play as crude prices soar following Russia’s invasion of Ukraine.
08-03-2022 | Monthly outlook
Taking a more cautionary stance against stagflationary turbulence
Taking a more cautionary stance against stagflationary turbulence
Market fears of stagflation have prompted Robeco’s multi-asset team to take some risk off the table and stash more cash.
08-10-2021 | Monthly outlook
A shock of Titanic proportions
A shock of Titanic proportions
The world is facing an unprecedented public health crisis that is having a huge impact on both human society and the economy.
27-03-2020 | Insight
Spending one bitcoin = 330,000 credit card transactions
Spending one bitcoin = 330,000 credit card transactions
The average bitcoin transaction now uses 330,000 times more energy than a credit card, new research shows.
11-04-2019 | Stunning statistics
Secular stagnation is a stagnating theory
Secular stagnation is a stagnating theory
Is secular stagnation for real?
22-09-2017 | 5-Year outlook
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